Sittner & Nelson’s UnitedHealth UNH Stock Holding History

Sittner & Nelson’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$157K	Sell	581 -40	-6%	-$11.9K	0.06%	187
2025 Q4	$172K	Sell	621 -61	-9%	-$20.7K	0.06%	178
2025 Q3	$236K	Buy	682 +46	+7%	+$13.9K	0.09%	135
2025 Q2	$199K	Hold	636	–	–	0.08%	146
2025 Q1	$333K	Buy	636 +10	+2%	+$5.11K	0.14%	101
2024 Q4	$317K	Buy	626 +2	+0.3%	+$1.14K	0.14%	95
2024 Q3	$365K	Hold	624	–	–	0.16%	85
2024 Q2	$318K	Sell	624 -31	-5%	-$15.2K	0.16%	85
2024 Q1	$324K	Hold	655	–	–	0.16%	89
2023 Q4	$345K	Sell	655 -32	-5%	-$17.1K	0.18%	81
2023 Q3	$347K	Hold	687	–	–	0.2%	79
2023 Q2	$330K	Hold	687	–	–	0.18%	83
2023 Q1	$325K	Buy	687 +76	+12%	+$36.7K	0.19%	88
2022 Q4	$324K	Hold	611	–	–	0.2%	92
2022 Q3	$309K	Sell	611 -22	-3%	-$11.6K	0.21%	84
2022 Q2	$325K	Buy	633 +34	+6%	+$17.1K	0.21%	87
2022 Q1	$305K	Hold	599	–	–	0.18%	86
2021 Q4	$301K	Buy	599 +31	+5%	+$14K	0.18%	80
2021 Q3	$222K	Hold	568	–	–	0.14%	88
2021 Q2	$227K	Sell	568 -31	-5%	-$12.4K	0.16%	83
2021 Q1	$223K	Buy	599 +12	+2%	+$4.16K	0.17%	82
2020 Q4	$206K	Buy	+587	New	+$197K	0.18%	81

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sittner & Nelson's UNH Position: Q1 2026 in Review

Sittner & Nelson reduced its UnitedHealth (UNH) stake by 6.4% in Q1 2026, selling an estimated $11.9K and leaving 581 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #187.

Sittner & Nelson first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $365K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sittner & Nelson held 581 shares of UnitedHealth worth $157K as of Q1 2026.
Sittner & Nelson sold 40 UnitedHealth shares in Q1 2026, an estimated $11.9K.
UnitedHealth made up 0.06% of Sittner & Nelson's portfolio in Q1 2026, its #187 holding.
Sittner & Nelson first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's UnitedHealth position peaked at $365K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.